Upper Peninsula Plumbers Pipefitters Defined Contribution Plan — Form 5500 plan (Trustees Of The Upper Peninsula Plumbers And Pipefitters Defined)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Upper Peninsula Plumbers Pipefitters Defined Contribution Plan is a benefit plan reported by Trustees Of The Upper Peninsula Plumbers And Pipefitters Defined under EIN 38-3296005 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $23,852,204 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Upper Peninsula Plumbers And Pipefitters Defined
- EIN
- 38-3296005
- Plan number
- 001
- Plan type
- 1
- Location
- Greendale, WI
- Latest filing year
- 2023
- Participants
- 440
- End-of-year plan assets
- $23,852,204
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 440 | H, C | 20250122091506NAL0008652546001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,852,204
- Total liabilities (EOY)
- $9,978
- Net assets (EOY)
- $23,842,226
- Net assets (BOY)
- $19,974,701
Income & contributions
- Employer contributions
- $1,006,608
- Participant contributions
- $113,419
- Total contributions
- $1,120,027
- Total income / additions
- $5,203,264
Expenses & distributions
- Benefits paid
- $1,177,790
- Administrative expenses
- $157,949
- Total expenses
- $1,335,739
- Net increase / (decrease)
- $3,867,525
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | NONE | $55,488 | $0 | 2023 |
| Novara Tesija, Pllc | NONE | $42,654 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $24,265 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $10,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Upper Peninsula Plumbers And Pipefitters Defined
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Greendale, WI
- Principal Life Insurance Company — Schedule C compensation
- Novara Tesija, Pllc — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation